2008 -2010 Paraplanner and Planning Assistant @ Western Pacific Financial Group
Tracy Wan Education
The University of Western Australia
Bachelor of Science (BSc) (Physiology, Pathology and Related Sciences)
2002-2007
The University of Western Australia
Bachelor of Commerce (BCom) (Economics, Business Law, Banking)
2002-2007
Tracy Wan Skills
Microsoft Excel
Microsoft Word
Cust
Customer Service
Microsoft Office
Sales
PowerPoint
English
Outlook
Windows
Retirement
Project Management
Investments
Research
Tracy Wan Summary
Tracy Wan, based in Perth, WA, AU, is currently a Financial Adviser, CFP at Aspire2 Wealth Advisers. Tracy Wan brings experience from previous roles at Western Pacific Financial Group. Tracy Wan holds a 2002 - 2007 Bachelor of Science (BSc) in Physiology, Pathology and Related Sciences @ The University of Western Australia. With a robust skill set that includes Microsoft Excel, Microsoft Word, Cust, Customer Service, Microsoft Office and more. Tracy Wan has 2 emails on RocketReach.
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